MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.03M
3
+$8.95M
4
AMAT icon
Applied Materials
AMAT
+$8.9M
5
ANET icon
Arista Networks
ANET
+$8.8M

Top Sells

1
+$10M
2
+$9.7M
3
+$9.35M
4
LNG icon
Cheniere Energy
LNG
+$8.84M
5
UNH icon
UnitedHealth
UNH
+$8.54M

Sector Composition

1 Industrials 26.23%
2 Technology 23.21%
3 Healthcare 21.39%
4 Financials 14.78%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 6.77%
42,627
+3,472
2
$11.5M 5.79%
4,675
+483
3
$10.3M 5.18%
24,917
+5,670
4
$9.99M 5.03%
32,609
+364
5
$9.89M 4.98%
80,540
+72,461
6
$9.86M 4.97%
241,284
+55,666
7
$9.69M 4.88%
110,310
+762
8
$9.66M 4.86%
29,522
+669
9
$9.61M 4.84%
60,049
-3,830
10
$9.47M 4.77%
192,756
+20,619
11
$9.25M 4.66%
+40,427
12
$9.03M 4.55%
+45,770
13
$8.95M 4.51%
+33,928
14
$8.8M 4.43%
+209,600
15
$8.6M 4.33%
87,844
+7,886
16
$8.5M 4.28%
51,568
+5,203
17
$8.42M 4.24%
14,601
+1,489
18
$8.24M 4.15%
+56,720
19
$7.92M 3.99%
+23,570
20
$7.76M 3.91%
45,536
-1,472
21
$2.77M 1.4%
32,030
+10,330
22
$2.06M 1.04%
25,844
-356
23
$1.68M 0.85%
+84,730
24
$1.62M 0.81%
+27,150
25
$1.53M 0.77%
+20,920
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